# David Jason Hale

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4435

## Record

- **Judge:** David Jason Hale
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 7

## Text

First Capital Bank Accounts — Interest
First Capital Bank Stock — Int/Div
Kentucky's Affordable Prepaid Tuition (529 Plan) — istnibution — Distnbuted
Fidelity Freedom K 2035 Fund — Int/Div
General Electric Co. Stock — Int/Div
UBS Dynamic Alpha Fund — Int/Div
UBS Global Allocation Fund — Int/Div
UBS Cash Accounts — Int/Div
401k) #1
American Funds Growth Fund of America — Int/Div
American Funds Washington Mut Investors Fund — Int/Div
Franklin Templeton Mutual Shares Fund — Int/Div
Nationwide Global Equity Fund — Int/Div
UBS Dynamic Alpha Fund — Int/Div
UBS Global Allocation Fund — Int/Div
UBS US Equity Opportunity Fund — Int/Div
UBS Cash accounts — Interest
Note - Loan from self-directed 401(k) — Interest
Agreement — 2008 — Reed Weitkamp Schell & Vice PLLC Master Retirement Trust, 401(k) retirement plan with former law firm, self- directed
Liability — Reed Weitkamp Schell & Vice Master ) Retirement Trust 401(k) — Loan from self-directed 401k). See note in Part VIII
Liability — American Express — Credit Card
Spouse's income — 2015 — Baptist Health - salary
401k) #1 is a self-directed retirement fund. 1 am solely responsible for the mvestment decisions of the fund. In 2013, 1 took a loan from 401(k) #1 and, pursuant

to a note, Tam repaying the loan over a five year period. The liability for the loan is listed in Part V1, line 1. Because the note is an asset of 401(k) #1, it is also

listed in Part VII, linie 20.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4435. Public record. Not legal advice.